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Gabelli Equity Trust

164 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CB
151
Community Bank
New York
$5.13K
SWM
152
Spire Wealth Management
Virginia
$5.13K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.79K
TAM
154
Tucker Asset Management
Colorado
$3.08K +$3.08K +600 New
First Manhattan
155
First Manhattan
New York
$2.67K +$2.67K +521 New
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$2.2K
HBW
157
Hazlett, Burt & Watson
West Virginia
$2K +$2K +303 New
SCA
158
Stonebridge Capital Advisors
Minnesota
$1.97K +$1.97K +383 New
HNB
159
Huntington National Bank
Ohio
$1.8K -$2.03K
PWMG
160
Prestige Wealth Management Group
New Jersey
$1.76K
KFI
161
Key Financial Inc
Pennsylvania
$1.03K
AW
162
Avion Wealth
Texas
$1K +$29 +8 +3%
PA
163
Parallel Advisors
California
$867
TRCT
164
Tower Research Capital (TRC)
New York
$811 +$734 +143 +953%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$5 +$5 +1 New
AAM
166
Advisors Asset Management
Colorado
-$987K -170,179 Closed
LWM
167
Laidlaw Wealth Management
New York
-$559K -96,431 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$289K -49,797 Closed
VF
169
Virtu Financial
New York
-$239K -41,271 Closed
Neuberger Berman Group
170
Neuberger Berman Group
New York
-$162K -27,905 Closed
Goldman Sachs
171
Goldman Sachs
New York
-$154K -26,496 Closed
MFG
172
MidWestOne Financial Group
Iowa
-$111K -19,142 Closed
CS
173
Capital Square
Tennessee
-$109K -18,747 Closed
ClearBridge Investments
174
ClearBridge Investments
New York
-$82.9K -14,300 Closed
PWA
175
Primoris Wealth Advisors
Florida
-$79.8K -13,750 Closed